BFM

Boston Financial Management Portfolio holdings

AUM $3.31B
1-Year Est. Return 19.39%
This Quarter Est. Return
1 Year Est. Return
+19.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.49B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$17.3M
3
+$8.98M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$6.16M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.39M

Top Sells

1
+$44M
2
+$31.9M
3
+$12.6M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.12M
5
RBA icon
RB Global
RBA
+$4.95M

Sector Composition

1 Technology 21.73%
2 Industrials 15.57%
3 Financials 13.83%
4 Healthcare 11.13%
5 Materials 5.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$28.5M 1.14%
112,014
-833
27
$27.5M 1.11%
216,690
-12,854
28
$26.5M 1.07%
195,614
-93,203
29
$26.1M 1.05%
154,924
-3,517
30
$25.6M 1.03%
79,279
+255
31
$25.5M 1.03%
527,595
+23,275
32
$25.3M 1.02%
206,477
-3,357
33
$24.6M 0.99%
201,626
-34,533
34
$23.6M 0.95%
68,875
-660
35
$20.8M 0.83%
359,309
-85,535
36
$20.7M 0.83%
172,508
+160
37
$20.6M 0.83%
53,627
+9,406
38
$20.3M 0.81%
114,731
-1,940
39
$20.1M 0.81%
112,299
+7,377
40
$19.1M 0.77%
227,759
+6,764
41
$19.1M 0.77%
273,844
+12,641
42
$18.7M 0.75%
26,396
+220
43
$18.6M 0.75%
330,960
+15,360
44
$18.5M 0.74%
58,593
+571
45
$17.7M 0.71%
41,039
+709
46
$17.3M 0.7%
+352,581
47
$16.6M 0.67%
70,525
+1,901
48
$15.9M 0.64%
90,591
-5,079
49
$15.4M 0.62%
350,363
+5,910
50
$15M 0.6%
169,514
+1,840
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